Applied Materials to Report Fiscal First Quarter 2026 Results on Feb. 12, 2026

Rhea-AI Summary

Applied Materials (NASDAQ: AMAT) will report fiscal first quarter 2026 and hold an earnings conference call on Thursday, Feb. 12, 2026 at 4:30 p.m. ET / 1:30 p.m. PT. The call will be webcast live at the company's investor site and a replay will be available the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT.

News Market Reaction

-1.98%

1 alert

-1.98% News Effect

On the day this news was published, AMAT declined 1.98%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Earnings call date: Feb. 12, 2026 Call time: 4:30 p.m. ET / 1:30 p.m. PT Replay time: 8:00 p.m. ET / 5:00 p.m. PT

3 metrics

Earnings call date Feb. 12, 2026 Fiscal Q1 2026 earnings conference call

Call time 4:30 p.m. ET / 1:30 p.m. PT Start time for fiscal Q1 2026 earnings call

Replay time 8:00 p.m. ET / 5:00 p.m. PT Replay availability on call day

Market Reality Check

Price: $341.34 Vol: Volume 7,718,340 is 23% a...

normal vol

$341.34 Last Close

Volume Volume 7,718,340 is 23% above 20-day average 6,264,331. normal

Technical Trading above 200-day MA at 201.39, near 52-week high of 331.

Peers on Argus

AMAT up 2.2% with key peers also positive: LRCX +2.37%, ASML +2.11%, ENTG +1.24%...

AMAT up 2.2% with key peers also positive: LRCX +2.37%, ASML +2.11%, ENTG +1.24%, TER +1.15%, KLAC +0.81%, suggesting broader strength in semiconductor equipment.

Historical Context

5 past events · Latest: Dec 12 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 12	Dividend announcement	Positive	-4.0%	Raised cash dividend and highlighted long-term capital return track record.
Nov 17	Conference participation	Positive	+1.2%	CFO fireside chat at UBS technology and AI conference.
Nov 13	Earnings results	Positive	-3.3%	Record FY2025 revenue and EPS with detailed Q1 FY2026 guidance.
Oct 30	Earnings date set	Neutral	-1.4%	Announcement of schedule and webcast for Q4 and FY2025 results.
Oct 09	Strategic partnership	Positive	+1.3%	Opening of $270M Materials-to-Fab Center with Arizona State University.

Pattern Detected

Positive shareholder news (dividends, strong earnings) has sometimes been followed by short-term pullbacks, while strategic and conference-related updates often saw modest gains.

Recent Company History

Over the last several months, Applied Materials reported record fiscal 2025 revenue of $28.37B with strong EPS metrics and issued Q1 FY2026 guidance for $6.85B ± $0.5B revenue and non-GAAP EPS of $2.18 ± $0.20. A subsequent dividend announcement of $0.46 per share and continued capital returns coincided with a short-term share decline. Strategic initiatives like the $270M Materials-to-Fab Center with ASU and participation in an AI-focused UBS conference were followed by modest gains. Today’s earnings date notice fits their established pattern of pre-announcing call logistics.

Market Pulse Summary

This announcement sets the schedule for Applied Materials’ fiscal Q1 2026 earnings call on Feb. 12, ...

Analysis

This announcement sets the schedule for Applied Materials’ fiscal Q1 2026 earnings call on Feb. 12, 2026, giving investors a clear date to hear management discuss results versus prior guidance of $6.85B ± $0.5B revenue and non-GAAP EPS of $2.18 ± $0.20. In recent history, AMAT reported record fiscal 2025 revenue and continued robust capital returns, while also highlighting industry cyclicality and regulatory risks in its 10-K. Key items to watch on the call include demand trends, backlog, and any updates on export-control or customer concentration risks.

AI-generated analysis. Not financial advice.

SANTA CLARA, Calif., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fiscal first quarter 2026 earnings conference call on Thursday, Feb. 12, 2026, at 4:30 p.m. ET / 1:30 p.m. PT.

The call will be webcast live at: https://ir.appliedmaterials.com. A replay will be available on the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT.

About Applied Materials
Applied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions that are at the foundation of virtually every new semiconductor and advanced display in the world. The technology we create is essential to advancing AI and accelerating the commercialization of next-generation chips. At Applied, we push the boundaries of science and engineering to deliver material innovation that changes the world. Learn more at www.appliedmaterials.com.

Contact:
Ricky Gradwohl (editorial/media) 408.235.4676
Michael Sullivan (financial community) 408.986.7977

FAQ

When will Applied Materials (AMAT) report fiscal Q1 2026 results?

Applied Materials will report and host its fiscal Q1 2026 earnings call on Feb. 12, 2026.

What time is the AMAT earnings call on Feb. 12, 2026?

The live earnings call is scheduled for 4:30 p.m. ET / 1:30 p.m. PT on Feb. 12, 2026.

Where can I watch the Applied Materials (AMAT) webcast for Q1 2026?

The call will be webcast live at the company's investor website: https://ir.appliedmaterials.com.

When will the replay of the AMAT Feb. 12, 2026 earnings call be available?

A replay will be available the same day starting at 8:00 p.m. ET / 5:00 p.m. PT.

Will Applied Materials (AMAT) provide materials or slides with the Feb. 12, 2026 call?

Investors can typically find the webcast and any presentation materials on the company's investor relations site around the call time.